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Portfolio Diversification
Range
Most Diversified
92 instruments
April 9, 2022
Least Diversified
0 instruments
April 4, 2026
Average
14.2 instruments
Most Consistent Holdings
Top 5
VOO64.52%
BRK.B62.38%
MSFT54.26%
META46.32%
GOOGL45.28%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 12.25% | 11.03% | 62.38% | - |
| Vanguard S&P 500 ETF (VOO) | 7.61% | 1.88% | 64.52% | - |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 6.25% | 2.52% | 41.91% | - |
| Microsoft (MSFT) | 5.44% | 12.13% | 54.26% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 5.1% | 0% | 34.78% | 8/17/2026 |
 Vanguard Morningstar Small-Cap Value ETF (VBR) | 4.51% | 0% | 43.36% | 9/3/2026 |
 Vanguard Morningstar Growth ETF (VUG) | 4.38% | 0% | 32.29% | 9/3/2026 |
 Amazon (AMZN) | 4.14% | 2.5% | 43.48% | - |
| Alphabet (GOOGL) | 4.11% | 0% | 45.28% | 2/6/2026 |
 Visa (V) | 3.77% | 0% | 32.99% | 2/6/2026 |
 Vanguard Total International Stock ETF (VXUS) | 3.19% | 0% | 22.49% | 5/26/2023 |
 Vanguard Morningstar Value ETF (VTV) | 3.17% | 0% | 20.87% | 7/6/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 3.14% | 0% | 20% | 8/14/2023 |
 State Street Technology Select Sector SPDR ETF (XLK) | 3.03% | 0% | 29.68% | 9/3/2026 |
| Meta (META) | 2.53% | 3.91% | 46.32% | - |
 iShares MSCI China ETF (MCHI) | 1.2% | 2.35% | 18.43% | - |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.94% | 0% | 20.99% | 8/31/2026 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.85% | 0% | 23.88% | 5/26/2026 |
 Alphabet (GOOG) | 0.68% | 9.43% | 14.14% | - |
 Vanguard Communication Services ETF (VOX) | 0.67% | 0% | 11.59% | 5/26/2023 |
 State Street SPDR Dow Jones In (DIA.US) | 0.6% | 0% | 5.62% | 4/8/2022 |
 Brazil Index MSCI Ishares (EWZ) | 0.51% | 0% | 19.07% | 1/21/2026 |
 iShares MSCI Germany ETF (EWG) | 0.47% | 0% | 9.8% | 8/31/2026 |
 Verizon (VZ) | 0.45% | 0% | 10.32% | 6/28/2022 |
 Skyworks (SWKS) | 0.42% | 0% | 8.41% | 5/26/2022 |
 Vanguard FTSE Europe ETF (VGK) | 0.39% | 0% | 7.48% | 6/27/2022 |
 T. Rowe Price (TROW) | 0.37% | 0% | 10.26% | 7/6/2023 |
 Disney (DIS) | 0.34% | 0% | 30.09% | 9/3/2026 |
 Intel (INTC) | 0.32% | 0% | 10.9% | 7/6/2023 |
 Asbury (ABG) | 0.3% | 0% | 10.26% | 6/27/2022 |
 PepsiCo (PEP) | 0.3% | 10.96% | 15.77% | - |
 iShares MSCI Taiwan ETF (EWT) | 0.26% | 0% | 8.41% | 1/21/2026 |
 BlackRock (BLK) | 0.25% | 0% | 22.55% | 2/6/2026 |
 BorgWarner (BWA) | 0.23% | 0% | 8.41% | 5/26/2022 |
 McDonald's (MCD) | 0.22% | 2.73% | 15.77% | - |
 iShares MSCI South Korea ETF (EWY) | 0.22% | 0% | 8.99% | 8/31/2026 |
 Vanguard Information Technology (VGT) | 0.21% | 0% | 5.91% | 8/8/2023 |
 Nestle (NESN.ZU) | 0.2% | 0% | 19.07% | 9/20/2026 |
 Alibaba (BABA) | 0.19% | 0% | 10.26% | 6/27/2022 |
 Vertex (VRTX) | 0.19% | 0% | 8.35% | 6/27/2022 |
 Lockheed Martin (LMT) | 0.18% | 2.13% | 8.35% | - |
 Mastercard (MA) | 0.18% | 0.92% | 6.96% | - |
 iShares Semiconductor ETF (SOXX) | 0.17% | 0% | 11.65% | 1/21/2026 |
 Wells Fargo (WFC) | 0.17% | 0% | 5.68% | 7/6/2023 |
 Apple (AAPL) | 0.17% | 0% | 2.32% | 6/29/2022 |
 PulteGroup (PHM) | 0.16% | 0% | 8.06% | 5/20/2022 |
 Invesco QQQ (QQQ) | 0.16% | 0% | 4.35% | 5/2/2022 |
 Bitcoin (BTC) | 0.16% | 0% | 9.16% | 1/19/2026 |
 Coca-Cola (KO) | 0.16% | 0% | 13.1% | 2/6/2026 |
 iShares 0-3 Month Treasury Bond ETF (SGOV) | 0.15% | 10.34% | 1.45% | - |
 Uber (UBER) | 0.15% | 0% | 11.59% | 2/6/2026 |
 Activision Blizzard, Inc. (ATVI) | 0.14% | 0% | 5.04% | 7/6/2023 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.14% | 0% | 1.91% | 8/8/2023 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.13% | 0% | 3.94% | 5/2/2022 |
 Stellantis (STLA.US) | 0.13% | 0% | 9.39% | 6/29/2022 |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 0.13% | 0% | 2.55% | 7/6/2023 |
 Comcast (CMCSA) | 0.12% | 0% | 11.77% | 11/7/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.12% | 0% | 7.36% | 1/21/2026 |
 Ishares Nasdaq Biotechnology (IBB) | 0.11% | 0% | 7.36% | 1/21/2026 |
 Broadridge (BR) | 0.11% | 0% | 1.62% | 2/6/2026 |
 iShares Global clean energy ETF (ICLN) | 0.11% | 0% | 7.36% | 1/21/2026 |
 iShares US Aerospace & Defense ETF (ITA) | 0.11% | 0% | 7.36% | 1/21/2026 |
 FMC (FMC) | 0.1% | 0% | 2.67% | 2/15/2022 |
 Adobe (ADBE) | 0.1% | 0% | 8.7% | 9/22/2026 |
 Bank of America (BAC) | 0.1% | 0% | 5.1% | 7/6/2023 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.1% | 0% | 6.55% | 5/26/2023 |
 Niu (NIU) | 0.09% | 0% | 2.78% | 2/17/2022 |
 Bradesco (BBD) | 0.09% | 0% | 2.67% | 2/15/2022 |
 Alibaba (9988.HK) | 0.09% | 0% | 3.59% | 9/20/2026 |
 Medtronic (MDT.US) | 0.09% | 0% | 8.46% | 7/6/2023 |
 Citi (C) | 0.09% | 0% | 4.75% | 6/27/2022 |
 Vanguard Total World Stock ETF (VT.US) | 0.08% | 0% | 4.06% | 5/2/2022 |
 Vanguard Real Estate ETF (VNQ) | 0.08% | 0% | 7.25% | 5/26/2023 |
 FedEx (FDX) | 0.08% | 0% | 5.22% | 7/6/2023 |
 3M (MMM) | 0.08% | 0% | 6.14% | 6/28/2022 |
 Fiserv (FISV) | 0.08% | 0% | 2.38% | 7/6/2023 |
 Booking (BKNG) | 0.07% | 0% | 6.26% | 7/6/2023 |
 Merck (MRK) | 0.07% | 0% | 4.46% | 12/2/2024 |
 BNY Mellon (BNY) | 0.07% | 0% | 4.12% | 6/16/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0.06% | 0% | 4.29% | 7/6/2023 |
 Zoetis (ZTS) | 0.06% | 3.01% | 3.36% | - |
 Vanguard Health Care ETF (VHT) | 0.06% | 0% | 1.91% | 8/8/2023 |
 NVIDIA (NVDA) | 0.06% | 2.61% | 2.78% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.06% | 0% | 4.87% | 4/25/2025 |
 S&P Global (SPGI) | 0.06% | 3.2% | 3.36% | - |
 GlaxoSmithKline (GSK) | 0.05% | 0% | 5.51% | 7/6/2023 |
 Constellation Brands (STZ) | 0.05% | 0% | 6.43% | 6/27/2025 |
 CBRE (CBRE) | 0.05% | 1.52% | 4.23% | - |
 Check Point (CHKP) | 0.05% | 0% | 2.67% | 2/15/2022 |
 Regeneron (REGN) | 0.05% | 0% | 2.32% | 2/9/2022 |
 Pfizer (PFE) | 0.05% | 0% | 6.9% | 6/27/2025 |
 Cummins (CMI) | 0.05% | 0% | 4.06% | 5/2/2022 |
 Paccar (PCAR) | 0.04% | 0% | 5.45% | 5/26/2022 |
 Caterpillar (CAT) | 0.04% | 0% | 5.1% | 6/27/2025 |
 Itau Unibanco (ITUB) | 0.04% | 0% | 2.32% | 2/9/2022 |
 JPMorgan (JPM) | 0.04% | 0% | 4.23% | 7/6/2023 |
 Johnson & Johnson (JNJ) | 0.04% | 0% | 3.25% | 7/6/2023 |
 GM (GM) | 0.04% | 0% | 1.91% | 6/29/2022 |
 Lowe's (LOW) | 0.04% | 0% | 1.86% | 6/28/2022 |
 Zimmer Biomet (ZBH) | 0.03% | 0% | 4.17% | 6/14/2023 |
 Emerson (EMR) | 0.03% | 0% | 3.36% | 7/6/2023 |
 Starbucks (SBUX) | 0.03% | 0% | 3.42% | 7/6/2023 |
 Mondelez (MDLZ) | 0.03% | 0% | 1.51% | 12/2/2024 |
 Paramount (PSKY) | 0.03% | 0% | 3.3% | 6/28/2022 |
 Linde (LIN) | 0.03% | 0.9% | 3.36% | - |
 Gentex (GNTX) | 0.03% | 0% | 2.84% | 5/26/2022 |
 Nike (NKE) | 0.03% | 0% | 3.59% | 7/6/2023 |
 Scotts (SMG) | 0.03% | 0% | 4.12% | 5/2/2022 |
 US Bancorp (USB) | 0.03% | 0% | 3.54% | 7/6/2023 |
 Lululemon (LULU) | 0.03% | 0% | 1.22% | 11/7/2024 |
 SABESP (SBS) | 0.03% | 1.05% | 2.78% | - |
 NetEase (NTES) | 0.03% | 0% | 2.84% | 5/26/2022 |
 EA (EA) | 0.03% | 0% | 2.32% | 2/9/2022 |
 Unilever (UL.US) | 0.03% | 0% | 2.38% | 7/6/2023 |
 Cisco (CSCO) | 0.02% | 0% | 2.43% | 7/6/2023 |
 Equifax (EFX) | 0.02% | 0% | 3.48% | 7/6/2023 |
 Procter & Gamble (PG) | 0.02% | 0.97% | 2.78% | - |
 Fortune Brands (FBIN) | 0.02% | 0% | 2.67% | 2/15/2022 |
 Kellanova (K) | 0.02% | 0% | 2.26% | 7/6/2023 |
 Lam Research (LRCX) | 0.02% | 0% | 2.2% | 7/6/2023 |
 Salesforce (CRM) | 0.02% | 0% | 2.9% | 7/6/2023 |
 Ecolab (ECL) | 0.02% | 0% | 2.26% | 7/6/2023 |
 VMware (VMW) | 0.02% | 0% | 1.86% | 6/28/2022 |
 Penumbra (PEN) | 0.02% | 0% | 1.28% | 2/6/2026 |
 RH (RH) | 0.02% | 0% | 1.86% | 6/28/2022 |
 Charles Schwab (SCHW) | 0.02% | 0% | 2.72% | 9/20/2026 |
 Applied Materials (AMAT) | 0.02% | 0% | 1.86% | 6/28/2022 |
 Garmin (GRMN) | 0.02% | 0% | 1.97% | 6/20/2023 |
 Biogen (BIIB) | 0.02% | 0% | 1.62% | 5/5/2022 |
 British American Tobacco (BTI) | 0.02% | 0% | 1.62% | 5/5/2022 |
 TSMC (TSM) | 0.01% | 0% | 1.62% | 5/5/2022 |
 TechnipFMC (FTI) | 0.01% | 0% | 1.45% | 5/2/2022 |
 Moody's (MCO) | 0.01% | 0% | 1.57% | 5/5/2022 |
 WESCO (WCC) | 0.01% | 0% | 1.45% | 5/2/2022 |
 Global Payments (GPN) | 0.01% | 0% | 1.45% | 5/2/2022 |
 NOV (NOV) | 0.01% | 0% | 1.45% | 5/2/2022 |
 Coterra (CTRA) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Polaris (PII) | 0.01% | 0% | 1.45% | 5/2/2022 |
 Masco (MAS) | 0.01% | 0% | 1.45% | 5/2/2022 |
 China Petroleum & Chemical Corporation ADR (SNPTY) | 0.01% | 0% | 1.45% | 5/2/2022 |
 Campbell Soup (CPB) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Discover (DFS) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Air Products (APD) | 0.01% | 0% | 1.45% | 5/2/2022 |
 Boston Beer (SAM) | 0.01% | 0% | 1.45% | 5/2/2022 |
 Corning (GLW) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Honeywell (HON) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Advance Auto Parts (AAP) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Clorox (CLX) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Simon (SPG) | 0.01% | 0% | 1.39% | 5/2/2022 |
 FEMSA (FMX) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Western Union (WU) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Eastman Chemical (EMN) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Novo-Nordisk (NVO) | 0.01% | 0% | 1.39% | 9/22/2025 |
 Humana (HUM) | 0.01% | 0% | 1.39% | 5/2/2022 |
 BioMarin (BMRN) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Baxter (BAX) | 0.01% | 0% | 1.39% | 5/2/2022 |
 CCU (CCU) | 0.01% | 0% | 1.39% | 5/2/2022 |
 TransUnion (TRU.US) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Veeva (VEEV) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Take-Two (TTWO) | 0.01% | 0% | 1.39% | 5/2/2022 |
 MarketAxess (MKTX) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Otis (OTIS) | 0.01% | 5.36% | 0.23% | - |
 AMD (AMD) | 0.01% | 0% | 1.39% | 5/2/2022 |
 Align (ALGN) | 0.01% | 0% | 1.28% | 4/29/2022 |
 MercadoLibre (MELI) | 0.01% | 0% | 1.28% | 4/29/2022 |
 ITT (ITT) | 0.01% | 0% | 1.16% | 5/26/2022 |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 1.16% | 5/2/2022 |
 Truist (TFC) | 0.01% | 0% | 0.81% | 7/6/2023 |
 Cognizant (CTSH) | 0.01% | 0% | 0.81% | 7/6/2023 |
 DuPont (DD) | 0.01% | 0% | 0.81% | 7/6/2023 |
 Charles River Labs (CRL) | 0.01% | 0% | 0.81% | 7/6/2023 |
 Cigna (CI) | 0.01% | 0% | 0.81% | 7/6/2023 |
 ICE (ICE) | 0.01% | 0% | 1.57% | 7/6/2023 |
 Capital One (COF) | 0.01% | 0% | 0.81% | 7/6/2023 |
 Prologis (PLD) | 0.01% | 0% | 0.93% | 9/20/2026 |
 Estee Lauder (EL) | 0.01% | 0% | 0.81% | 7/6/2023 |
 Public Storage (PSA) | 0.01% | 0% | 0.93% | 9/20/2026 |
 GSK (GSK.L) | 0.01% | 0% | 0.93% | 9/20/2026 |
 Goldman Sachs (GS) | 0.01% | 0% | 0.81% | 7/6/2023 |
 Intuit (INTU) | 0.01% | 0% | 1.45% | 7/6/2023 |
 Tencent (0700.HK) | 0.01% | 0% | 0.87% | 9/20/2026 |
 Vanguard Total Bond Market ETF (BND) | 0.01% | 0% | 1.1% | 2/7/2023 |
 iShares MSCI France ETF (EWQ) | 0.01% | 1.04% | 0.64% | - |
 United Rentals (URI) | 0.01% | 0% | 0.58% | 7/6/2023 |
 EOG Resources (EOG) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Texas Instruments (TXN) | 0.01% | 0% | 0.58% | 7/6/2023 |
 UPS (UPS) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Qualcomm (QCOM) | 0.01% | 0% | 0.58% | 7/6/2023 |
 ExxonMobil (XOM) | 0.01% | 0% | 0.58% | 7/6/2023 |
 TE Connectivity (TEL.US) | 0.01% | 0% | 0.58% | 7/6/2023 |
 ASML (ASML) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Carrier (CARR) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Paychex (PAYX) | 0.01% | 0% | 0.58% | 7/6/2023 |
 ADP (ADP) | 0.01% | 0% | 0.58% | 7/6/2023 |
 American Express (AXP) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Analog Devices (ADI.US) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Brown-Forman (BF-B) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Costco (COST) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Edwards Lifesciences (EW) | 0.01% | 0% | 0.58% | 7/6/2023 |
 CNR (CNI) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Union Pacific (UNP) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Enterprise Products (EPD) | 0.01% | 0% | 0.58% | 7/6/2023 |
 General Dynamics (GD) | 0.01% | 0% | 0.58% | 7/6/2023 |
 HCA (HCA) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Walmart (WMT) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Willis Towers Watson (WTW) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Colgate (CL) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Verisign (VRSN) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Abbott (ABT.US) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Deere (DE) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Hormel (HRL) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Crown (CCK) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Danaher (DHR) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Quest Diagnostics (DGX) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Thermo Fisher (TMO) | 0.01% | 0% | 0.58% | 7/6/2023 |
 Elevance Health (ELV) | 0.01% | 0% | 0.58% | 7/6/2023 |
 LabCorp (LH) | 0.01% | 0% | 0.58% | 7/6/2023 |
 SK hynix Inc ADR (SKHY) | 0% | 0% | 0.93% | 9/20/2026 |
 iShares Core S&P Small-Cap ETF (IJR) | 0% | 0% | 0.46% | 7/6/2023 |
 Vanguard Morningstar Mid-Cap Value ETF (VOE) | 0% | 0% | 0.46% | 7/6/2023 |
 Tokyo Electron Ltd. (8035.T) | 0% | 0% | 1.04% | 9/24/2026 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0% | 0% | 0.7% | 1/31/2023 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0% | 0% | 0.7% | 1/31/2023 |
 iShares 0-1 Year Treasury Bond (SHV) | 0% | 0% | 0.7% | 1/31/2023 |
 Generac (GNRC) | 0% | 0% | 0.41% | 7/3/2023 |
 Reckitt (RKT.L) | 0% | 0% | 0.93% | 9/20/2026 |
 LSE (LSEG.L) | 0% | 0% | 0.93% | 9/20/2026 |
 Just Eat (TKWY.NV) | 0% | 0% | 1.04% | 4/8/2022 |
 Unilever (ULVR.L) | 0% | 0% | 1.04% | 4/8/2022 |
 Rheinmetall (RHM.DE) | 0% | 0% | 0.17% | 9/6/2026 |
 Deckers (DECK) | 0% | 0% | 0.29% | 9/9/2026 |
 Shin-Etsu Chemical Co. Ltd. (4063.T) | 0% | 0% | 0.29% | 9/10/2026 |
 Boston Scientific (BSX.US) | 0% | 1.05% | 0.23% | - |
 American Tower (AMT) | 0% | 0% | 0.99% | 6/16/2023 |
 Discovery Inc (DISCA) | 0% | 0% | 0.23% | 4/12/2022 |
 Lennox (LII) | 0% | 0% | 0.23% | 9/8/2026 |
 KONE (KNEBV.HE) | 0% | 0% | 0.17% | 9/6/2026 |
 Contemporary Amperex Technology Co Limited (3750.HK) | 0% | 0% | 0.12% | 9/6/2026 |
 AppLovin (APP) | 0% | 0% | 0.23% | 9/8/2026 |
 Johnson Controls (JCI) | 0% | 0% | 0.29% | 6/20/2023 |
 Best Buy (BBY) | 0% | 0% | 0.17% | 6/16/2023 |
 Altria (MO) | 0% | 0% | 0.17% | 6/16/2023 |
 NetEase Inc (9999.HK) | 0% | 0% | 0.12% | 9/6/2026 |
 ANTA (02020.HK) | 0% | 0% | 0.12% | 9/6/2026 |
 HP (HPQ) | 0% | 0% | 0.12% | 6/14/2023 |
 DTE Energy (DTE) | 0% | 0% | 0.12% | 6/16/2023 |
 Chubb (CB) | 0% | 0% | 0.12% | 6/16/2023 |
 Fortrea (FTRE) | 0% | 0% | 0.17% | 7/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Morningstar Small-Cap Value ETF (VBR) | 18.65% | 18.19% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 11.31% | 12.31% |
| State Street Communication Services Select Sector SPDR ETF (XLC) | 8.91% | 10.08% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 5.43% | 4.88% |
| iShares MSCI Taiwan ETF (EWT) | 4.02% | 3.75% |
| State Street Energy Select Sector SPDR ETF (XLE) | 3.69% | 3.74% |
| Vanguard S&P 500 ETF (VOO) | 2.41% | 2.9% |
| State Street Technology Select Sector SPDR ETF (XLK) | 2.46% | 2.79% |
| iShares MSCI China ETF (MCHI) | 2.91% | 2.61% |
| VanEck Vectors Gold Miners ETF (GDX) | 1.62% | 1.81% |
| Berkshire Hathaway (BRK.B) | 1.72% | 1.77% |
| Meta (META) | 1.94% | 1.75% |
| Alphabet (GOOGL) | 1.29% | 1.74% |
| Bitcoin (BTC) | 2.25% | 1.72% |
| Ishares Nasdaq Biotechnology (IBB) | 1.62% | 1.69% |
| iShares Semiconductor ETF (SOXX) | 1.62% | 1.65% |
| Uber (UBER) | 1.94% | 1.62% |
| Brazil Index MSCI Ishares (EWZ) | 1.35% | 1.6% |
| iShares Global clean energy ETF (ICLN) | 1.62% | 1.58% |
| Disney (DIS) | 1.62% | 1.57% |
| Amazon (AMZN) | 1.62% | 1.57% |
| iShares US Aerospace & Defense ETF (ITA) | 1.61% | 1.55% |
| Visa (V) | 1.62% | 1.52% |
| PepsiCo (PEP) | 1.62% | 1.52% |
| McDonald's (MCD) | 1.62% | 1.52% |
| Coca-Cola (KO) | 1.62% | 1.5% |
| Microsoft (MSFT) | 1.62% | 1.5% |
| BlackRock (BLK) | 1.62% | 1.49% |
| Nestle (NESN.ZU) | 1.62% | 1.46% |
Cash & Instruments Over Time
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